Retirement plan

DARYL PERLMAN PHYSICIAN PC 401(K) PROFIT SHARING PLAN

Name: DARYL PERLMAN PHYSICIAN PC - DARYL PERLMAN PHYSICIAN PC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DARYL PERLMAN PHYSICIAN PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DARYL PERLMAN PHYSICIAN PC 401(K) PROFIT SHARING PLAN, DARYL PERLMAN PHYSICIAN PC

DARYL PERLMAN PHYSICIAN PCEIN 20-1844286Plan #001PY 2019

200 RIVENDELL COURT - MELVILLE, NY 11747516-469-6962

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$163K

+46.8% from 2018

Total participants

0.0% from 2018

Average account balance

$54,253

+46.8% from 2018

Annual return

19.76%

+24.06 pp from 2018

Benchmarks

See 104,318 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,318 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$399K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$100K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.37%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,253

$202,326-73.2%

$172,745-68.6%

$152,870-64.5%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

19.76%

1029.72%-1010.0pp

802.90%-783.1pp

345.34%-325.6pp

Employer contribution / active EE

$5,500

$5,858-6.1%

$5,144+6.9%

$4,763+15.5%

Participant deferral / active EE

$9,500

$5,948+59.7%

$5,197+82.8%

$5,850+62.4%

Admin fee / account holder

$17,110-100.0%

$13,954-100.0%

$11,597-100.0%

DARYL PERLMAN PHYSICIAN PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DARYL PERLMAN PHYSICIAN PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion